+30.3%
URI vs PLTD
-77.8%
+108.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.0% | +2.1% |
| 7D | -2.0% | +5.9% | -7.9% | -1.2% |
| 30D | -12.9% | -11.6% | -1.3% | -14.0% |
| 3M | -6.7% | -29.9% | +23.2% | -9.3% |
| 6M | +19.0% | -28.5% | +47.5% | +16.3% |
| YTD | +25.5% | -20.4% | +45.9% | +26.4% |
| 1Y | +5.5% | -33.3% | +38.8% | +2.6% |
| All | +30.3% | -77.8% | +108.1% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PLTD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling